Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,949 | $111,301-73.1% | $112,977-73.5% | $158,950-81.2% |
| Participation rate | 33.3% | 83.5%-50.2pp | 82.6%-49.2pp | 82.0%-48.6pp |
| Annual return | -0.01% | 26.40%-26.4pp | 24.24%-24.3pp | 302.91%-302.9pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $4,255-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,510 | $5,880-74.3% | $5,836-74.1% | $5,983-74.8% |
| Admin fee / account holder | $56,826 | $8,392+577.2% | $6,294+802.9% | $11,248+405.2% |